M&A
M&A
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The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9 -
Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.
January 8 -
Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.
January 3 -
The two broker-dealers have a new owner eager to grow the businesses considerably.
January 3 -
CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.
January 2 -
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Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.
January 1 -
Kestra Financial’s James Poer offers advisors his three predictions for the new year.
December 22 -
The deal marks the largest acquisition for the firm year to date.
December 22 -
The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.
December 21 -
H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.
December 20 -
The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.
December 18 -
LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.
December 18 -
How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.
December 18 -
Exclusive: The No. 4 IBD unveiled a new bank-based team even as its competitor began revealing its retained firms under the acquisition.
December 15 -
The IBD network says it has added 583 advisors so far this year.
December 14 -
Roughly 300 ex-NPH advisors have chosen smaller IBDs over LPL Financial after its massive acquisition.
December 13 -
Sellers should focus on what buyers are really looking for, not just price or assets.
December 12 -
Team of 9 advisors is latest to depart amid transition to LPL.
December 12 -
Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.
December 10


















